Institute for Wealth Management’s Casey's General Stores CASY Stock Holding History

Institute for Wealth Management’s Portfolio CASY Stock Details CASY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$24.2K	Buy	+30	New	+$24.2K	﹤0.01%	1072

Other funds holding CASY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BIM

Bridges Investment Management Omaha, Nebraska $8.22B AUM 21.38% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Institute for Wealth Management's CASY Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Casey's General Stores (CASY) in Q2 2026: 30 shares worth $24.2K. The stake represents ﹤0.01% of the portfolio and ranks #1072 among its holdings.

652 funds tracked by Wall St. Rank hold CASY as of Q2 2026.

Institute for Wealth Management held 30 shares of Casey's General Stores worth $24.2K as of Q2 2026.
Casey's General Stores was a new Institute for Wealth Management position in Q2 2026.
Casey's General Stores made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1072 holding.
652 funds tracked by Wall St. Rank held Casey's General Stores as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.